At Morgan & Co Chartered Financial Planners, we aim to help our clients get organised, and plan to get to where they want to be at the various stages of their lives – backed up by the expertise and comprehensive range of planning tools provided by St. James's Place Wealth Management.
We offer an excellent wealth management service which will help you achieve your goals
At Michael Harwood & Chartered Accountants we pride ourselves on providing a quality service and therefore we look to use likeminded businesses. We recently instructed Paul Morgan of PRM Wealth Management Limited to act for one of our clients. Paul provided an excellent service and completed the wor...
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.